Who owns Invesco BulletShares 2031 Municipal Bond ETF?
Prices and market caps: Cboe delayed data, at least 15 minutes delayed. Not real-time. Fundamentals from SEC filings.
Institutional ownership of BSMV from SEC Form 13F filings across 62 reporting managers. All positions are from one synchronized reporting period — 2026-06-30 books, filed up to 45 days after quarter end — so every row is comparable.
As of the 2026-06-30 reporting period, 62 institutions disclosed 4.3M shares of Invesco BulletShares 2031 Municipal Bond ETF worth $90.3M — about 67.9% of shares outstanding; the largest disclosed holder is HighTower Advisors, LLC. Source: SEC Form 13F filings, parsed by EvidInvest.
62
13F holders
$90.3M
value, 2026 filers
67.9%
of shares outstanding (4.3M sh)
13
new positions (2026 filers)
Top institutional holders
ordered by shares owned · positions as of 2026-06-30· % of fund = share of the manager's own book · % of co. = share of BSMV's shares outstanding
| # | Manager | Shares | Value | % of fund | % of co. | Δ shares QoQ |
|---|---|---|---|---|---|---|
| 1 | HighTower Advisors, LLC | 334,767 | $7.0M | 0.0% | 5.2% | +10.6% |
| 2 | LPL Financial LLC | 288,458 | $6.1M | 0.0% | 4.5% | +12.9% |
| 3 | MORGAN STANLEY | 276,929 | $5.8M | 0.0% | 4.3% | +7.7% |
| 4 | BANK OF AMERICA CORP /DE/ | 252,121 | $5.3M | 0.0% | 3.9% | +8.0% |
| 5 | Atlantic Union Bankshares Corp | 240,138 | $5.0M | 0.1% | 3.8% | +27.5% |
| 6 | Invesco Ltd. | 204,866 | $4.3M | 0.0% | 3.2% | 0.0% |
| 7 | RAYMOND JAMES FINANCIAL INC | 199,030 | $4.2M | 0.0% | 3.1% | +3.3% |
| 8 | Lido Advisors, LLC | 195,700 | $4.1M | 0.0% | 3.1% | 0.0% |
| 9 | UBS Group AG | 192,892 | $4.0M | 0.0% | 3% | -17.6% |
| 10 | CENTRAL VALLEY ADVISORS, LLC | 181,265 | $3.8M | 1.0% | 2.8% | -3.9% |
| 11 | ENVESTNET ASSET MANAGEMENT INC | 147,684 | $3.1M | 0.0% | 2.3% | +4.3% |
| 12 | MONECO ADVISORS, LLC | 139,362 | $2.9M | 0.2% | 2.2% | +3.5% |
| 13 | Legacy Private Trust Co. | 121,639 | $2.6M | 0.1% | 1.9% | +101.2% |
| 14 | CARY STREET PARTNERS FINANCIAL LLC | 109,755 | $2.3M | 0.1% | 1.7% | +46.1% |
| 15 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | 108,383 | $2.3M | 0.0% | 1.7% | -0.1% |
| 16 | Kestra Advisory Services, LLC | 96,149 | $2.0M | 0.0% | 1.5% | +5.4% |
| 17 | WELLS FARGO & COMPANY/MN | 94,922 | $2.0M | 0.0% | 1.5% | +68.8% |
| 18 | OSAIC HOLDINGS, INC. | 93,904 | $2.0M | 0.0% | 1.5% | +15.2% |
| 19 | STIFEL FINANCIAL CORP | 72,758 | $1.5M | 0.0% | 1.1% | -14.5% |
| 20 | Key Financial Inc | 71,944 | $1.5M | 0.2% | 1.1% | -31.9% |
| 21 | Integrated Wealth Concepts LLC | 71,542 | $1.5M | 0.0% | 1.1% | +62.1% |
| 22 | JANE STREET GROUP, LLC | 65,649 | $1.4M | 0.0% | 1% | -0.6% |
| 23 | MML INVESTORS SERVICES, LLC | 57,332 | $1.2M | 0.0% | 0.9% | +14.8% |
| 24 | Farmers National BankNEW | 57,080 | $1.2M | 0.2% | 0.9% | new |
| 25 | VestGen Advisors, LLC | 50,598 | $1.1M | 0.0% | 0.8% | +23.7% |
Source: SEC Form 13F-HR filings (institutional managers over $100M in US-listed positions). 13Fs disclose long positions only, up to 45 days after quarter end; each manager's latest filed quarter is shown per row and dollar values are the manager's filed marks. Aggregates labeled "2026 filers" count only managers whose latest book is a 2026 quarter. Related: valuation · options positioning · supply chain. Research, not investment advice.